IBM TRIRIGA Version 10.5.1

Strategic facility planning process

The TRIRIGA® Strategic Facility Planning process is both a linear end-to-end process and a cyclical process for continuous improvement and strategy adaptation for space management.

Step one: Setting up your planning environment

To begin the strategic facility planning process, configure TRIRIGA Strategic Facility Planning for your organization and define the planning environment.

Planning environments are used to establish a baseline for the primary source of planning data that is used within the strategic facility planning process. Planning environments contain planning elements and configurations. Each planning environment can be configured to manage the following data groupings: planning year and planning periods, key contacts and contact roles, planning scope, planning data, and forecast data.

Step two: Forecasting

Forecast surveys facilitate the process of gathering space forecast data about each organization. Organizations are used to define the hierarchical structure of your company. These forecast survey records are automatically created for each planning organization when you select the Generate Data action in a planning environment. Information about the future of each organization is collected from the business unit manager for that organization. When you complete and submit forecast surveys, the data can be used to gain insight into changes for an organization relating to its demand for space over time.

Step three: Evaluating space plans and scenarios

A space plan provides an environment for a planner to work with a set of planning data, which include supply and demand, for a set of locations. Space plans are created within a portfolio plan. A portfolio plan or subplan can have many space plans.

Space scenarios are the alternative proposed solutions, what-if options, or feasibility studies under consideration for a space plan. The parent space plan contains the overall plan summary data, scope of planning, data aggregations, common setup data, comparison goals, and targets. The parent space plan acts as a means to compare and evaluate scenarios. Space scenario records are created and maintained within a space plan.

Space scenarios are used to satisfy the requirement to establish a space plan of record or to evaluate options that are related to unplanned events. The entire process can be initiated by routine planning cycles, strategic initiatives, an emergency response, or a business change event. The space planning process also can be used to develop feasibility studies or contingency plans that do not go into an execution phase.

The evaluation phase includes the review of the scenarios within a space plan against the planning goals or objectives and against each other. The evaluation and comparison can be used for in-process iterative reviews or final evaluation to identify and approve the best scenario for implementation. The evaluation and comparison step is a key decision point that finalizes the facility planning process.

Step four: Implementation and follow-up

After the evaluation phase is complete, a scenario is chosen, reviewed for approval, and then the space plan itself is submitted for approval. Any additional follow-up activity to implement an approved space plan is handled by other resources and groups in IBM® TRIRIGA.



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